BETHANY VILLA HOUSING ASSOCIATION INCORPORATED II (EIN 272236322) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

FRED CATHERS JR

Phone

2486895853

Tax Period

2024-10-01 to 2025-09-30

BETHANY VILLA HOUSING ASSOCIATION INCORPORATED II, founded in 2010, is a small nonprofit in the Housing & Shelter sector that reported $254K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $214K, a strong 84% operating margin.

Mission

The organization invests in low income housing for senior citizens and disabled persons.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $191,748

Investment Income $62,228

Other Revenue $2

TOTAL REVENUE $253,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $40,035

TOTAL EXPENSES $40,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,978	$234,536	+0.1%
Expenses	$40,035	$7,484	+4.3%
Net Income	$213,943	$227,052	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY FRANCIS	MEMBER	2.00	Director	$0	$0	$0
JOE HOGAN	MEMBER	2.00	Director	$0	$0	$0
STEVE TRAMMEL	MEMBER	2.00	Director	$0	$0	$0
MARK STENDER	MEMBER	2.00	Director	$0	$0	$0
FRED CATHERS SR	PRESIDENT	2.00	Officer	$0	$0	$0
FRED CATHERS JR	VICE PRESIDENT TREASURER	2.00	Officer	$0	$0	$0
ANN HOGAN	SECRETARY	2.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$253,978	$40,035	$6,055,787	$213,943
2024	$234,536	$7,484	$5,782,019	$227,052
2023	$195,426	$36,382	$5,418,667	$159,044
2022	$90,384	$4,963	$5,214,717	$85,421
2021	$97,003	$33,394	$5,101,870	$63,609
2020	$112,334	$19,775	$5,038,261	$92,559

BETHANY VILLA HOUSING ASSOCIATION INCORPORATED II